What is Estate Planning?

Estate planning is the process of deciding how your assets will be managed during your lifetime and distributed after your death. An estate plan may include tools such as a will, trust, powers of attorney, beneficiary designations, and payable-on-death (POD) designations on financial accounts. Proper estate planning can help ensure your wishes are carried out and make the transfer of assets easier for your loved ones.

Estate planning may involve working with an attorney, financial advisor, tax professional, or other qualified professional, depending on your needs. Veridian Credit Union can also assist with account beneficiary and payable-on-death (POD) designations but cannot provide legal or tax advice. 

We invite you to schedule a no-cost, no-obligation consultation by contacting one of our financial advisors. Or call John Englin at (319) 236-6744 or (800) 235-3228 ext. 6744.